Michael C. Bree
@Pillar Wealth Advisors, Llc
Latest period2024 - Q4ReportedManaged Assets$0Total holdings1
Assets growth rate-100%Assets growth rate (2-Q avg)-97.99%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Pillar Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1 positions.
Assets under management
The assets under management (AUM) of Pillar Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 0 in assets, with a quarterly growth rate of -100% and a 2-quarter average growth rate of -97.99%. The portfolio is managed by Michael C. Bree, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
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